Are We in a Travel Recession? AirDNA’s Jamie Lane Decodes the 2025 Market

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Is the short-term rental industry on the edge of a travel recession, or just entering a new phase of normalization?

In this episode of Alex & Annie: The Real Women of Vacation Rentals, AirDNA’s Chief Economist Jamie Lane joins us to explain what the data is revealing about the 2025 market. With demand softening among budget travelers, international bookings pulling back, and economic uncertainty on the rise, Jamie helps make sense of the mixed signals facing STR professionals today.

Jamie also shares how AirDNA is evolving to better support property managers in this climate, with new tools, smarter comps, and deeper forecasting capabilities. Whether you're adjusting pricing strategies, watching booking windows shrink, or wondering what’s next for growth, this conversation provides the clarity and context you need.

Key Topics Discussed:
1️⃣ Are we in a travel recession? Early signals from airline and STR data
2️⃣ Why summer 2025 bookings are slower, especially in budget and urban segments
3️⃣ Hotels gaining share in cities as STR growth is restricted by regulation
4️⃣ Supply growth slows across most markets and what that means for operators
5️⃣ Signs of guests trading down, shortening trips, and delaying decisions
6️⃣ The impact of fewer Canadian and European travelers this year
7️⃣ Airbnb’s urban inventory problem and the increasing presence of hotels on OTAs

Jamie also shares his outlook for the rest of 2025 and why, despite current challenges, the long-term growth of short-term rentals remains strong.

Connect with Jamie:
LinkedIn: https://www.linkedin.com/in/jamiehlane/

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#vacationrentals #travelrecession #shorttermrentals